William Blair & Company’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

William Blair & Company’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$611	Hold	10	–	–	﹤0.01%	1988
2026 Q1	$629	Hold	10	–	–	﹤0.01%	1914
2025 Q4	$616	Hold	10	–	–	﹤0.01%	1858
2025 Q3	$574	Hold	10	–	–	﹤0.01%	1836
2025 Q2	$472	Hold	10	–	–	﹤0.01%	1818
2025 Q1	$411	Buy	+10	New	+$399	﹤0.01%	1795

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

William Blair & Company's GDE Position: Q2 2026 in Review

William Blair & Company held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 10 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

William Blair & Company first reported a position in GDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $629 in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

William Blair & Company held 10 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $611 as of Q2 2026.
William Blair & Company left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1988 holding.
William Blair & Company first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
William Blair & Company's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $629 in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.